-83.2%
BEEM vs VOO
+325.3%
-408.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +2.6% |
| 7D | +1.4% | -0.8% | +2.2% | +2.4% |
| 30D | +23.3% | -1.1% | +24.3% | +24.9% |
| 3M | +23.3% | +3.9% | +19.4% | +17.8% |
| 6M | -8.9% | +13.6% | -22.5% | -21.1% |
| YTD | -4.7% | +12.7% | -17.4% | -16.1% |
| 1Y | -40.2% | +17.6% | -57.7% | -49.5% |
| 3Y | -81.7% | +77.3% | -159.0% | -90.4% |
| 5Y | -94.8% | +84.1% | -178.9% | -97.2% |
| All | -83.2% | +325.3% | -408.5% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling